SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,109,000 | -3.0% | 16,382 | 0.0% | 0.00% | +50.0% |
| Q2 2023 | $2,174,000 | +2.5% | 16,382 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $2,121,000 | -4.7% | 16,382 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,225,000 | +12.1% | 16,382 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $1,984,000 | -5.6% | 16,382 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,101,000 | -18.8% | 16,382 | -13.3% | 0.00% | 0.0% |
| Q1 2022 | $2,588,000 | -2.8% | 18,894 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,662,000 | +10.7% | 18,894 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,405,000 | -4.3% | 18,894 | -5.3% | 0.00% | 0.0% |
| Q2 2021 | $2,513,000 | +7.9% | 19,955 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $2,330,000 | -7.3% | 19,955 | -9.9% | 0.00% | -25.0% |
| Q4 2020 | $2,513,000 | +7.5% | 22,152 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,337,000 | -47.4% | 22,152 | -50.1% | 0.00% | -50.0% |
| Q2 2020 | $4,440,000 | +16344.4% | 44,366 | +9914.9% | 0.01% | – |
| Q3 2019 | $27,000 | -98.4% | 443 | -97.9% | 0.00% | -100.0% |
| Q3 2017 | $1,716,000 | +13100.0% | 21,000 | +9996.2% | 0.00% | – |
| Q3 2014 | $13,000 | – | 208 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 151,893 | $19,554,701 | 15.13% |
| Yelin Lapidot Holdings Management Ltd. | 180,426 | $22,048,386 | 13.11% |
| WestEnd Advisors, LLC | 3,340,501 | $430,055,998 | 12.93% |
| Biltmore Wealth Management, LLC | 158,153 | $20,360,570 | 9.83% |
| Granite Bay Wealth Management, LLC | 7,242,699 | $961,905 | 9.44% |
| Conservest Capital Advisors, Inc. | 556,312 | $71,619,654 | 8.64% |
| J.Safra Asset Management Corp | 455,172 | $58,598,843 | 8.54% |
| Advocacy Wealth Management Services, LLC | 559,897 | $72,081,150 | 8.02% |
| MBB PUBLIC MARKETS I LLC | 1,008,446 | $129,827,338 | 7.86% |
| CTC Alternative Strategies, Ltd. | 31,900 | $4,106,806 | 7.75% |